The Contact Tag Workflow Trigger allows you to automate workflows in OneSystemCRMwhenever a contact tag is added or removed. Tags are labels you assign to contacts to help you organize, categorize, and take action based on their attributes or behavior.<\/p>\n
For example, adding a “New Customer” tag can trigger an automated welcome email, while removing a “Lead” tag can update sales team notifications.<\/p>\n
\n
Key Benefits of Using Contact Tag Triggers<\/strong><\/h3>\n\n- Automation:<\/strong>\u00a0Streamlines your workflow by automating actions based on tags.<\/li>\n
- Organization:<\/strong>\u00a0Helps maintain a clean, actionable database of contacts.<\/li>\n
- Targeted Engagement:<\/strong>\u00a0Allows you to segment customers and deliver personalized messaging.<\/li>\n
- Scalability:<\/strong>\u00a0Works seamlessly across campaigns, pipelines, and multiple teams.<\/li>\n<\/ol>\n
\nHow to Set Up the Contact Tag Trigger<\/strong><\/h3>\n\n- \n
Access the Workflow Builder<\/strong><\/p>\n\n- Navigate to\u00a0Automations<\/strong> in OneSystemCRM and select Workflows<\/strong>.
\n![](\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155037662887\/original\/1Bxp7u95i5b_phIz0Xqr_PmZ66aMhQEIMw.jpeg?1733230581\")
<\/span><\/span>
<\/span><\/span><\/li>\n- Click\u00a0Create Workflow<\/strong>\u00a0and choose a blank workflow or a template
\n![](\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155037664252\/original\/htJeRsxvsvZ6R13My3rlsZdJr93DA2xqrA.png?1733231469\")
<\/li>\n<\/ul>\n<\/li>\n- \n
Add the Trigger<\/strong><\/p>\n\n- In the workflow builder, click\u00a0Add Trigger<\/strong>\u00a0and search for\u00a0Contact Tag<\/strong>.
\n![](\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155037665913\/original\/4wpXAsdOM4pHDZZisVgkicn2A5VkAhTsvw.jpeg?1733232531\")
<\/li>\n- \n
Workflow Trigger Name:<\/span>\u00a0Give your trigger a descriptive name, like \u201cTag Added – Interested.\u201d
![](\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155037666430\/original\/CDBLgfSWOTHcsllHGlVJKlLNRlGuPsmfOQ.jpeg?1733232778\")
<\/span><\/h1>\n<\/li>\n- Select whether the workflow should be triggered by a tab being\u00a0Added<\/strong>\u00a0or\u00a0Removed.<\/strong><\/span>
![](\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155037666266\/original\/eOGmDLoVhCbryaeavyziVMk-SXJeepc9Jg.jpeg?1733232715\")
<\/span><\/li>\n- Specify the Tag:\u00a0Choose the tag (e.g., \u201cInterested,\u201d \u201cNewsletter Subscriber\u201d) that will activate the trigger.<\/span><\/span>\n
![](\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155037255252\/original\/NMLa1ip5dNjC6rJ7N_-GfPVdiKoZfluOGw.png?1732636379\")
<\/span><\/p>\n<\/li>\n- Add New Tag :\u00a0You can use\u00a0“+ Add New Tag”<\/strong>\u00a0option to instantly create a new tag from scratch and start using the tag right there in the workflow you are creating.<\/span><\/span>\n
![](\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155037255317\/original\/Lc3pJmx6ih2O3iVGk7JFI6bo7foZ9FRa-Q.png?1732636410\")
<\/span><\/span><\/p>\n<\/li>\n<\/ul>\n<\/li>\n- \n
Define Tags<\/strong><\/p>\n\n- Add the specific tag(s) that will trigger this workflow.<\/li>\n
- Use clear, consistent naming conventions (e.g., “VIP Customer” or “Cold Lead”).<\/li>\n<\/ul>\n<\/li>\n
- \n
Add Workflow Actions<\/strong><\/p>\n\n- After setting the trigger, configure the actions you want the workflow to perform. Common actions include:\n
\n- Sending an email or SMS.<\/li>\n
- Assigning tasks to team members.<\/li>\n
- Updating the contact’s pipeline stage.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n
- \n
Save and Test<\/strong><\/p>\n\n- Save the workflow and test it by tagging a contact to ensure the desired actions are triggered.
\n![](\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155037672086\/original\/akYVKwQP298jqA2r-tezPS1HXuVthUAl3g.png?1733235531\")
<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
\nExample Use Cases\u00a0<\/strong><\/h3>\nActions for Tag Added<\/span><\/span><\/h1>\n\u00a0 \u00a0\u00a0<\/span>Send an Email or SMS:\u00a0Example: When the \u201cInterested\u201d tag is added, send a follow-up email:
Subject:\u00a0\u201cThank You for Your Interest!\u201d
Body:\u00a0Hi {{contact.first_name}}, Thank you for showing interest in our services. If you have any questions, feel free to reach out! Best regards, [Your Company Name]<\/span>
![](\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155037274437\/original\/w-jMUHQsFL-BSWAtOTHuwU3JpuUqGBVm2Q.png?1732674172\")
<\/span><\/span><\/p>\n\u00a0 \u00a0\u00a0<\/span>Notify Your Team:\u00a0Send an internal notification to your sales team: \u201cA new contact tagged as \u2018Interested\u2019 needs follow-up. Contact details: {{contact.details}}.\u201d<\/span>
![](\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155037274442\/original\/IOVwa25hHMQAIIvQqTHcn9nE2mTljO8prg.jpeg?1732674226\")
<\/span><\/span><\/p>\nActions for Tag Removed<\/span><\/h1>\n\u00a0 \u00a0\u00a0<\/span>Send a Re-Engagement Email or SMS:\u00a0Example: When the \u201cNewsletter Subscriber\u201d tag is removed, send this message: \u201cHi {{contact.first_name}}, we\u2019ve processed your unsubscribe request. If this was a mistake, click here to rejoin.\u201d<\/span><\/p>\n\u00a0 \u00a0\u00a0<\/span>Ask for Feedback:\u00a0Send a survey or feedback request to understand why the tag was removed.<\/span><\/span>
![](\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155037305641\/original\/r7QJzidB91lMR9lJXnHo5pWazBhWdIsfrQ.png?1732707438\")
<\/p>\n
\nAdvanced Use Cases<\/strong><\/h3>\n\n- \n
Combining Multiple Triggers<\/strong><\/p>\n\n- Use “Contact Created” and “Contact Tag” triggers together to welcome new leads and assign them to specific sales teams.<\/li>\n<\/ul>\n<\/li>\n
- \n
Flowchart Example: Contact Created \u2794 Tag Added \u2794 Workflow Triggered.<\/em><\/p>\n<\/li>\n- \n
Dynamic Customer Segmentation<\/strong><\/p>\n\n- Automatically update tags based on customer behavior (e.g., purchases, website visits) to personalize marketing campaigns<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
\nCommon Errors and Troubleshooting<\/strong><\/h3>\n\n- Duplicate Tags:<\/strong>\u00a0Ensure tags are unique and descriptive to avoid confusion in workflows.<\/li>\n
- Inactive Workflow:<\/strong>\u00a0Double-check that your workflow is published and active.<\/li>\n
- Missing Actions:<\/strong>\u00a0Verify that all actions linked to the trigger are correctly configured.<\/li>\n
- Overlapping Workflows:<\/strong>\u00a0Avoid setting up multiple workflows with the same trigger to prevent unintended actions.<\/li>\n<\/ul>\n
\nCross-References to Related Articles<\/strong><\/h3>\n\n- Standard\u00a0Triggers\u00a0– Contact\u00a0Tag<\/a><\/li>\n
- A\u00a0List\u00a0of\u00a0Workflow\u00a0Triggers<\/a><\/li>\n
- Action\u00a0– Add\u00a0Contact\u00a0Tag<\/a><\/li>\n
- Workflow\u00a0Trigger\u00a0– Contact\u00a0Changed<\/a><\/li>\n
- Workflow\u00a0Trigger\u00a0– Contact\u00a0Created<\/a><\/li>\n<\/ul>\n
\nFrequently Asked Questions<\/strong><\/h3>\nQ: Can tags trigger workflows retroactively?<\/strong>
No, tags trigger workflows only when they are added or removed after the workflow is active.<\/p>\nQ: How do I manage a large number of tags?<\/strong>
Use clear naming conventions and periodically review your tags to remove duplicates or inactive tags.<\/p>\nQ: What happens if multiple workflows use the same tag as a trigger?<\/strong>
All workflows with the same trigger will activate simultaneously. Plan triggers carefully to avoid unintended overlaps.<\/p>\nQ: Can tags be used across multiple automations?<\/strong>
Yes, tags can be used in various workflows, campaigns, and pipeline stages for seamless integration.<\/p>\n","protected":false},"excerpt":{"rendered":"This article explains the Contact Tag Workflow Trigger in OneSystemCRM, detailing how it can automate workflows when tags are added 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Triggers","term_url":"https:\/\/onesystemcrm.com\/help\/docs-category\/workflow-triggers\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1112","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=1112"}],"version-history":[{"count":1,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1112\/revisions"}],"predecessor-version":[{"id":1113,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1112\/revisions\/1113"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=1112"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=1112"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=1112"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\n
How to Set Up the Contact Tag Trigger<\/strong><\/h3>\n\n- \n
Access the Workflow Builder<\/strong><\/p>\n\n- Navigate to\u00a0Automations<\/strong> in OneSystemCRM and select Workflows<\/strong>.
\n<\/span><\/span>
<\/span><\/span><\/li>\n- Click\u00a0Create Workflow<\/strong>\u00a0and choose a blank workflow or a template
\n<\/li>\n<\/ul>\n<\/li>\n- \n
Add the Trigger<\/strong><\/p>\n\n- In the workflow builder, click\u00a0Add Trigger<\/strong>\u00a0and search for\u00a0Contact Tag<\/strong>.
\n<\/li>\n- \n
Workflow Trigger Name:<\/span>\u00a0Give your trigger a descriptive name, like \u201cTag Added – Interested.\u201d
<\/span><\/h1>\n<\/li>\n- Select whether the workflow should be triggered by a tab being\u00a0Added<\/strong>\u00a0or\u00a0Removed.<\/strong><\/span><\/span><\/li>\n
- Specify the Tag:\u00a0Choose the tag (e.g., \u201cInterested,\u201d \u201cNewsletter Subscriber\u201d) that will activate the trigger.<\/span><\/span>\n
<\/span><\/p>\n<\/li>\n- Add New Tag :\u00a0You can use\u00a0“+ Add New Tag”<\/strong>\u00a0option to instantly create a new tag from scratch and start using the tag right there in the workflow you are creating.<\/span><\/span>\n
<\/span><\/span><\/p>\n<\/li>\n<\/ul>\n<\/li>\n- \n
Define Tags<\/strong><\/p>\n\n- Add the specific tag(s) that will trigger this workflow.<\/li>\n
- Use clear, consistent naming conventions (e.g., “VIP Customer” or “Cold Lead”).<\/li>\n<\/ul>\n<\/li>\n
- \n
Add Workflow Actions<\/strong><\/p>\n\n- After setting the trigger, configure the actions you want the workflow to perform. Common actions include:\n
\n- Sending an email or SMS.<\/li>\n
- Assigning tasks to team members.<\/li>\n
- Updating the contact’s pipeline stage.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n
- \n
Save and Test<\/strong><\/p>\n\n- Save the workflow and test it by tagging a contact to ensure the desired actions are triggered.
\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
\nExample Use Cases\u00a0<\/strong><\/h3>\nActions for Tag Added<\/span><\/span><\/h1>\n\u00a0 \u00a0\u00a0<\/span>Send an Email or SMS:\u00a0Example: When the \u201cInterested\u201d tag is added, send a follow-up email:
Subject:\u00a0\u201cThank You for Your Interest!\u201d
Body:\u00a0Hi {{contact.first_name}}, Thank you for showing interest in our services. If you have any questions, feel free to reach out! Best regards, [Your Company Name]<\/span>
<\/span><\/span><\/p>\n\u00a0 \u00a0\u00a0<\/span>Notify Your Team:\u00a0Send an internal notification to your sales team: \u201cA new contact tagged as \u2018Interested\u2019 needs follow-up. Contact details: {{contact.details}}.\u201d<\/span>
<\/span><\/span><\/p>\nActions for Tag Removed<\/span><\/h1>\n\u00a0 \u00a0\u00a0<\/span>Send a Re-Engagement Email or SMS:\u00a0Example: When the \u201cNewsletter Subscriber\u201d tag is removed, send this message: \u201cHi {{contact.first_name}}, we\u2019ve processed your unsubscribe request. If this was a mistake, click here to rejoin.\u201d<\/span><\/p>\n\u00a0 \u00a0\u00a0<\/span>Ask for Feedback:\u00a0Send a survey or feedback request to understand why the tag was removed.<\/span><\/span>
<\/p>\n
\nAdvanced Use Cases<\/strong><\/h3>\n\n- \n
Combining Multiple Triggers<\/strong><\/p>\n\n- Use “Contact Created” and “Contact Tag” triggers together to welcome new leads and assign them to specific sales teams.<\/li>\n<\/ul>\n<\/li>\n
- \n
Flowchart Example: Contact Created \u2794 Tag Added \u2794 Workflow Triggered.<\/em><\/p>\n<\/li>\n- \n
Dynamic Customer Segmentation<\/strong><\/p>\n\n- Automatically update tags based on customer behavior (e.g., purchases, website visits) to personalize marketing campaigns<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
\nCommon Errors and Troubleshooting<\/strong><\/h3>\n\n- Duplicate Tags:<\/strong>\u00a0Ensure tags are unique and descriptive to avoid confusion in workflows.<\/li>\n
- Inactive Workflow:<\/strong>\u00a0Double-check that your workflow is published and active.<\/li>\n
- Missing Actions:<\/strong>\u00a0Verify that all actions linked to the trigger are correctly configured.<\/li>\n
- Overlapping Workflows:<\/strong>\u00a0Avoid setting up multiple workflows with the same trigger to prevent unintended actions.<\/li>\n<\/ul>\n
\nCross-References to Related Articles<\/strong><\/h3>\n\n- Standard\u00a0Triggers\u00a0– Contact\u00a0Tag<\/a><\/li>\n
- A\u00a0List\u00a0of\u00a0Workflow\u00a0Triggers<\/a><\/li>\n
- Action\u00a0– Add\u00a0Contact\u00a0Tag<\/a><\/li>\n
- Workflow\u00a0Trigger\u00a0– Contact\u00a0Changed<\/a><\/li>\n
- Workflow\u00a0Trigger\u00a0– Contact\u00a0Created<\/a><\/li>\n<\/ul>\n
\nFrequently Asked Questions<\/strong><\/h3>\nQ: Can tags trigger workflows retroactively?<\/strong>
No, tags trigger workflows only when they are added or removed after the workflow is active.<\/p>\nQ: How do I manage a large number of tags?<\/strong>
Use clear naming conventions and periodically review your tags to remove duplicates or inactive tags.<\/p>\nQ: What happens if multiple workflows use the same tag as a trigger?<\/strong>
All workflows with the same trigger will activate simultaneously. Plan triggers carefully to avoid unintended overlaps.<\/p>\nQ: Can tags be used across multiple automations?<\/strong>
Yes, tags can be used in various workflows, campaigns, and pipeline stages for seamless integration.<\/p>\n","protected":false},"excerpt":{"rendered":"This article explains the Contact Tag Workflow Trigger in OneSystemCRM, detailing how it can automate workflows when tags are added 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Access the Workflow Builder<\/strong><\/p>\n Add the Trigger<\/strong><\/p>\n Define Tags<\/strong><\/p>\n Add Workflow Actions<\/strong><\/p>\n Save and Test<\/strong><\/p>\n \u00a0 \u00a0\u00a0<\/span>Send an Email or SMS:\u00a0Example: When the \u201cInterested\u201d tag is added, send a follow-up email: \u00a0 \u00a0\u00a0<\/span>Notify Your Team:\u00a0Send an internal notification to your sales team: \u201cA new contact tagged as \u2018Interested\u2019 needs follow-up. Contact details: {{contact.details}}.\u201d<\/span> \u00a0 \u00a0\u00a0<\/span>Send a Re-Engagement Email or SMS:\u00a0Example: When the \u201cNewsletter Subscriber\u201d tag is removed, send this message: \u201cHi {{contact.first_name}}, we\u2019ve processed your unsubscribe request. If this was a mistake, click here to rejoin.\u201d<\/span><\/p>\n \u00a0 \u00a0\u00a0<\/span>Ask for Feedback:\u00a0Send a survey or feedback request to understand why the tag was removed.<\/span><\/span> Combining Multiple Triggers<\/strong><\/p>\n Flowchart Example: Contact Created \u2794 Tag Added \u2794 Workflow Triggered.<\/em><\/p>\n<\/li>\n Dynamic Customer Segmentation<\/strong><\/p>\n Q: Can tags trigger workflows retroactively?<\/strong> Q: How do I manage a large number of tags?<\/strong> Q: What happens if multiple workflows use the same tag as a trigger?<\/strong> Q: Can tags be used across multiple automations?<\/strong> This article explains the Contact Tag Workflow Trigger in OneSystemCRM, detailing how it can automate workflows when tags are added 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\n<\/span><\/span>
<\/span><\/span><\/li>\n
\n<\/li>\n<\/ul>\n<\/li>\n\n
\n<\/li>\nWorkflow Trigger Name:<\/span>\u00a0Give your trigger a descriptive name, like \u201cTag Added – Interested.\u201d
<\/span><\/h1>\n<\/li>\n<\/span><\/li>\n<\/span><\/p>\n<\/li>\n<\/span><\/span><\/p>\n<\/li>\n<\/ul>\n<\/li>\n\n
\n
\n
\n
\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
\nExample Use Cases\u00a0<\/strong><\/h3>\n
Actions for Tag Added<\/span><\/span><\/h1>\n
Subject:\u00a0\u201cThank You for Your Interest!\u201d
Body:\u00a0Hi {{contact.first_name}}, Thank you for showing interest in our services. If you have any questions, feel free to reach out! Best regards, [Your Company Name]<\/span>
<\/span><\/span><\/p>\n<\/span><\/span><\/p>\nActions for Tag Removed<\/span><\/h1>\n
<\/p>\n
\nAdvanced Use Cases<\/strong><\/h3>\n
\n
\n
\n
\nCommon Errors and Troubleshooting<\/strong><\/h3>\n
\n
\nCross-References to Related Articles<\/strong><\/h3>\n
\n
\nFrequently Asked Questions<\/strong><\/h3>\n
No, tags trigger workflows only when they are added or removed after the workflow is active.<\/p>\n
Use clear naming conventions and periodically review your tags to remove duplicates or inactive tags.<\/p>\n
All workflows with the same trigger will activate simultaneously. Plan triggers carefully to avoid unintended overlaps.<\/p>\n
Yes, tags can be used in various workflows, campaigns, and pipeline stages for seamless integration.<\/p>\n","protected":false},"excerpt":{"rendered":"